IAA
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Independent Advisor Alliance’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Independent Advisor Alliance’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Sell
2,259
-59,543
-96% -$6.56M 0.01% 896
2026
Q1 		$6.82M Buy
61,802
+59,753
+2,916% +$6.59M 0.07% 248
2025
Q4 		$226K Buy
+2,049
New +$226K 0.01% 898
2025
Q1 		– Sell
-21,256
Closed -$2.34M – 1271
2024
Q4 		$2.34M Buy
+21,256
New +$2.34M 0.03% 473
2023
Q1 		– Sell
-4,026
Closed -$443K – 696
2022
Q4 		$443K Sell
4,026
-143
-3% -$15.7K 0.15% 85
2022
Q3 		$459K Sell
4,169
-359
-8% -$39.5K 0.03% 393
2022
Q2 		$499K Buy
4,528
+145
+3% +$16K 0.03% 367
2022
Q1 		$483K Buy
4,383
+109
+3% +$12K 0.02% 401
2021
Q4 		$472K Buy
4,274
+120
+3% +$13.3K 0.02% 408
2021
Q3 		$459K Buy
4,154
+74
+2% +$8.18K 0.03% 405
2021
Q2 		$451K Buy
4,080
+181
+5% +$20K 0.02% 412
2021
Q1 		$431K Buy
3,899
+1
+0% +$111 0.03% 405
2020
Q4 		$431K Sell
3,898
-1,163
-23% -$129K 0.03% 369
2020
Q3 		$560K Buy
5,061
+20
+0.4% +$2.21K 0.04% 263
2020
Q2 		$558K Sell
5,041
-103
-2% -$11.4K 0.06% 253
2020
Q1 		$571K Sell
5,144
-23,682
-82% -$2.62M 0.08% 196
2019
Q4 		$3.18M Buy
28,826
+23,608
+452% +$2.61M 0.14% 162
2019
Q3 		$577K Buy
+5,218
New +$577K 0.07% 236
2019
Q2 		– Sell
-5,255
Closed -$581K – 471
2019
Q1 		$581K Sell
5,255
-125
-2% -$13.8K 0.08% 206
2018
Q4 		$594K Buy
+5,380
New +$594K 0.11% 174

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Advisor Alliance's SHV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 96% in Q2 2026, selling an estimated $6.56M and leaving 2,259 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #896.

Independent Advisor Alliance first reported a position in SHV in Q4 2018 and has held it in 20 quarters since. The position peaked at $6.82M in Q1 2026. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Independent Advisor Alliance held 2,259 shares of iShares 0-1 Year Treasury Bond ETF worth $249K as of Q2 2026.
  • Independent Advisor Alliance sold 59,543 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.56M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #896 holding.
  • Independent Advisor Alliance first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 20 quarters since.
  • Independent Advisor Alliance's iShares 0-1 Year Treasury Bond ETF position peaked at $6.82M in Q1 2026.
  • 726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.